APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,990
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$18.8M
3
+$9.84M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$7.68M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$5.32M

Top Sells

1
+$8.31M
2
+$5.95M
3
+$5.03M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.97M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.3M

Sector Composition

1 Technology 10.74%
2 Healthcare 5.65%
3 Communication Services 4.02%
4 Consumer Discretionary 3.95%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.22M 0.18%
19,646
+1,121
127
$2.21M 0.18%
45,425
+57
128
$2.18M 0.18%
43,608
+40,782
129
$2.14M 0.18%
28,579
+14,803
130
$2.11M 0.18%
53,597
-20,560
131
$2.09M 0.17%
31,720
+15,136
132
$2.06M 0.17%
7,755
+6,877
133
$2.06M 0.17%
47,709
-115
134
$2.06M 0.17%
59,821
-4,428
135
$2.04M 0.17%
58,260
+14,310
136
$1.95M 0.16%
18,360
+4,469
137
$1.89M 0.16%
20,477
+14,445
138
$1.83M 0.15%
11,743
+3,409
139
$1.82M 0.15%
13,096
-1,388
140
$1.81M 0.15%
57,335
+56,406
141
$1.8M 0.15%
5,314
-1,278
142
$1.79M 0.15%
24,747
-470
143
$1.77M 0.15%
22,424
-1,217
144
$1.77M 0.15%
28,104
-9,144
145
$1.77M 0.15%
134,255
+16,631
146
$1.71M 0.14%
59,426
+23,148
147
$1.69M 0.14%
14,629
+839
148
$1.67M 0.14%
64,996
-162,814
149
$1.66M 0.14%
12,546
+10,846
150
$1.61M 0.13%
19,453
+1,228
4 5
6
7 8